Sales Report Templates

A sales report should show how your team is performing, explain what drives revenue and help readers decide what to do next. Flipsnack’s online report maker helps you turn sales figures, performance insights and recommendations into a branded digital report without needing advanced design skills.

How to choose

Select a template based on your reporting period, audience and sales metrics. For regular team updates, choose a concise layout with room for revenue, deals won and progress against targets. The quarterly sales report template gives you a starting point for presenting results over a three-month period. For leadership reviews, allow more space for trends, comparisons and recommendations. Keep the same structure across reporting periods so readers can compare results easily.

How it works

1. Open the editable sales report template or another design in Flipsnack’s Design Studio.
2. Apply your logo, brand colors and fonts, then add the reporting period and a summary of key findings.
3. Replace the sample content with your sales data, including revenue, targets, deals won and relevant sales KPIs.
4. Use tables and charts to compare actual results with targets and previous periods. Explain significant changes and outline next steps.
5. Add navigation links, supporting resources or a short video walkthrough to help readers explore the results.
6. Use AI-powered Living Visuals to add subtle motion to a cover photo or product image where it supports your story.
7. Publish your report and share the link with your team or stakeholders. Use Flipsnack’s analytics to review views, reading time and clicks.

Who it’s for

Sales report templates are useful for sales managers, account executives, business owners and revenue operations teams. They support weekly sales meetings, monthly performance reviews, quarterly business reviews and annual planning.

Frequently asked questions

What should a sales report include?
Include the reporting period, a summary of results, revenue, performance against targets and comparisons with previous periods. Add relevant metrics such as deals won, average deal size or conversion rate, then explain key findings and recommended actions.

How do I create a monthly sales report?
Gather the month’s sales data, check it for accuracy and organize it by product, region, channel or team. Compare results with monthly targets and the previous period, explain changes and set priorities for the next month.

Can I create a sales report for free?
Yes. You can start with a free sales report template and customize it with your content. Advanced features such as Living Visuals, interactive elements, private sharing and engagement analytics depend on your plan.